DHJJ Financial Advisors’s Reaves Utility Income Fund UTG Stock Holding History

DHJJ Financial Advisors’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.85K	Hold	98	–	–	﹤0.01%	684
2025 Q4	$3.58K	Hold	98	–	–	﹤0.01%	665
2025 Q3	$3.88K	Hold	98	–	–	﹤0.01%	640
2025 Q2	$3.55K	Hold	98	–	–	﹤0.01%	638
2025 Q1	$3.19K	Hold	98	–	–	﹤0.01%	607
2024 Q4	$3.11K	Hold	98	–	–	﹤0.01%	586
2024 Q3	$3.22K	Hold	98	–	–	﹤0.01%	570
2024 Q2	$2.68K	Hold	98	–	–	﹤0.01%	538
2024 Q1	$2.64K	Hold	98	–	–	﹤0.01%	534
2023 Q4	$2.62K	Hold	98	–	–	﹤0.01%	526
2023 Q3	$2.42K	Buy	+98	New	+$2.63K	﹤0.01%	527

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

DHJJ Financial Advisors's UTG Position: Q1 2026 in Review

DHJJ Financial Advisors held its Reaves Utility Income Fund (UTG) position steady in Q1 2026 at 98 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

DHJJ Financial Advisors first reported a position in UTG in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.88K in Q3 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

DHJJ Financial Advisors held 98 shares of Reaves Utility Income Fund worth $3.85K as of Q1 2026.
DHJJ Financial Advisors left its Reaves Utility Income Fund share count unchanged in Q1 2026.
Reaves Utility Income Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #684 holding.
DHJJ Financial Advisors first reported a position in Reaves Utility Income Fund in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Reaves Utility Income Fund position peaked at $3.88K in Q3 2025.
240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.